Stair: Welcome back to the Epic guys and WEPC our three tips and three minutes goal as always to make you more efficient and caring for patients and to get you home for dinner by eliminating pointless clicks. Stu, today’s topic is one of my favorites because it’s about favorites.
Stu: We all have common orders we use over and over when we’re seeing patients. If you set up your preference list favorites when you start using Epic, you can save a ton of clicks a week. And before we get to the tips, you can always find your preference list in orders at the bottom left of any screen in a patient’s chart. The preference list lives right here beside the order window under what we call the three lollipops or the hamburger or whatever. You can also get to it by doing control O enter as a keyboard shortcut.
Stair: OK, Stu, here we go with tip number one. Save all your favorites to your orders preference list. When you open up Epic, you got a lot of labs to choose from, a lot of imaging studies, referrals. It’s really too much to do on the fly. The best way to manage your favorites is to right click and save them to orders and save all of them to orders, your labs, your imaging, your referrals. We’ll talk about that in the next tip.
Then what you get is a really nice, manageable favorites list that you have complete control over. This is where you want to go when you’re busy seeing patients. You can also favorite an order right in the order window by clicking the star. And don’t forget to save different versions of the same lab when you need to, like a six month lab draw.
Stu: Tip #2 Use the preference list Composer to fine tune your favorites. After you save all your favorites as orders, you can use the Preference List composer to get them exactly how you want them. Just do a chart search for the composer. Open up your orders and create sections and items that you personalize.
You can drag and drop one or multiple orders into your sections. Just putting in a little bit of time here can save you a ton of time and clicks when you’re seeing your patients.
Stair: Tip #3 Follow your colleagues to share preference list. Stu, you don’t need to start from scratch creating favorites. You have specialty trainers and other Epic veterans in your department who have already done this for you, and it’s OK to steal. Just click follow users and find your new best friend. The same thing works in the preference list composer. Just copy the user list for someone else.
Stu: Setting up your favorite orders will streamline the Epic experience and save you a ton of clicks. We’ll see you next time.